In the previous tutorial, you learned how to use the add-on to create an automated suggestion box. In the final step of this tutorial, you'll learn how to implement and manage the suggestion box workflow.
1. Implement the live-form to start collecting data
This is where you, as the workflow manager (managing editor), start rolling out the live form created in [Part 2]. To share your live-form link, simply click the Open form to submit response button and copy the form-link from the URL of the newly opened tab/window. After which, the setup window will then lead you to the next step.
2. Modify your form and view as needed
At this point, you can either (a) edit your form according to your needs, (b) share the (live-form) link to your users, and/or (c) edit your Awesome Table view.
3. Approve or reject submissions
Once your users have submitted their entries (suggestions, comments, job posts, ...), our add-on will automatically send you an email notification (for each form submission). You can approve or reject entries directly in Gmail (either on your desktop or mobile devices).
4. Manage your workflows with our web app
You can perform various tasks on our stand-alone workflow web app like:
- access all of your workflows
- approve or reject entries
- add notes/feedback
- view all Pending entries
- access the live or edit form
- open your workflow view and Google Sheets data source
5. Share your automated suggestion box online
Lastly, approved submissions will automatically display in your Awesome Table view that can be easily shared via public websites or private intranets. Read more on how to embed your view on any CMS or website builder.
You’ve successfully learned how to install the Publication Workflow add-on, create your own automated suggestion box (Idea Box), and deploy it successfully.